Treasury Advisor

About Us

Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can open accounts in minutes, issue cards, manage expenses, pay bills, and close the books - all in one connected platform backed by real human support.

About the Role

Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. This role combines fiduciary financial advice with the speed and innovation of a fintech platform.

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.

What You’ll Do

• Serve as a fiduciary advisor to individuals, founders, executives, and business owners.

• Conduct comprehensive financial planning, investment, retirement, tax-aware, and cash management discussions.

• Develop and maintain long-term client relationships through proactive advice and exceptional service.

• Deliver personalized investment recommendations aligned with clients' goals and risk tolerance.

• Partner with banking, treasury, lending, and product teams to provide holistic financial solutions.

• Educate clients on digital wealth management tools and fintech capabilities.

• Maintain accurate client records and ensure compliance with SEC, RIA, and internal policies.

• Stay current on financial markets, investment strategies, regulatory developments, and fintech innovation.

• Identify opportunities to improve client experience through technology and process enhancements.

• Support business development initiatives through referrals, partnerships, and educational events.

Qualifications

Required

• Active Series 65 license (or equivalent qualification as an Investment Adviser Representative).

• 3-7+ years of experience in wealth management, financial planning, or investment advisory.

• Experience working within a Registered Investment Adviser (RIA).

• Strong knowledge of investment products, portfolio construction, retirement planning, and financial planning.

• Excellent relationship management and communication skills.

• Ability to thrive in a fast-paced, technology-driven environment.

Preferred

• Experience working at a fintech, digital wealth platform, neobank, or financial technology company.

• CFP®, CFA®, CPA/PFS, or other advanced financial planning designation.

• Experience advising founders, startup executives, or small business owners.

• Familiarity with CRM systems, digital onboarding, portfolio management platforms, and financial planning software.

• Knowledge of banking, treasury management, and cash management products.

Our people are our most valuable asset. The base salary for this role is $115,000 - $150,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.